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Showing 881 - 890 of 7146 results for "SMA"

Australia vulnerable to further shocks: RBA

CASSANDRA BALDINI  |  MONDAY, 9 OCT 2023
Australian businesses and households are vulnerable to further shocks following high inflation and the tightening of monetary policy. According to the Reserve Bank of Australia's (RBA) most recent Financial Stability Review, the Australian business ...

Smart beta 'taking over' active management share: VanEck

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
Financial advisers are increasingly incorporating smart beta ETFs in clients' investment portfolios, a survey shows. According to the latest VanEck Smart Beta Survey, over 80% of financial professionals plan to maintain or increase their smart beta ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
AZ NGA will acquire an undisclosed stake in a Western Australian practice that has $1 billion in funds under advice. The Wealth Designers (TWD) is the latest addition to AZ NGA's stable, joining member firms McKinley Plowman, Wealthwise, and On-Track ...

Risk sector grows 4%: Research

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
The life insurance industry climbed 4% to $18.4 billion in the year to June 2023 despite the number of risk advisers fleeing the industry. The latest data from Plan For Life shows that TAL continues to hold the lion's share of the group insurance and ...

Global small caps outperform Aussie counterparts: SSGA

ANDREW MCKEAN  |  THURSDAY, 28 SEP 2023
State Street says global small cap companies have consistently bested their Australian counterparts, offering higher annual returns and lower volatility. The US$3.6 trillion asset manager noted that the MSCI World Small Caps Index has yielded an 8.39% ...

New fund targets 'blue chips of tomorrow'

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2023
Datt Capital is targeting self-managed superannuation fund (SMSF) investors with the launch of a new small caps fund. Investing in the 'blue chips of tomorrow', the Australian Small Companies Fund has been developed after the manager identified attractive ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
Bridges Financial Services continues to bleed advisers, losing nearly 20% of its authorised representatives this month, as parent company Insignia Financial ramps up its restructure. Twenty-three Bridges authorised representatives ceased on the ASIC ...

EQT launches new wholesale fund down under

CHLOE WALKER  |  TUESDAY, 26 SEP 2023
The Swedish investment giant's new fund, EQT Nexus, offers Australian wholesale investors access to its diverse private markets fund. The open-ended fund, managed full-time by two portfolio managers, invests in a range of EQT funds spanning mature ...

Qantas Super confirms merger plans

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2023
Having reviewed its current scale and potential for growth, the $8.4 billion superannuation fund has confirmed it intends to explore merger options. Following speculation last week, Qantas Super said the board has reviewed the fund's size, growth ...

Singaporean wealth manager mandates Aussie boutique

CHLOE WALKER  |  FRIDAY, 22 SEP 2023
... Spatium Capital director and co-portfolio manager Jesse Moors said the investment strategy applied was originally through an SMA from July 2018 until March 2020, when rolled it over into the fund. "When we made our inaugural trip [to Singapore] last ...